Spotify Technology S.A. (SPOT) is set to report its fourth-quarter 2024 results on Feb. 4, before the bell.See Zacks Earnings Calendar to stay ahead of market-making news.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at $1.92 per share, indicating 592.3% year-over-year growth. The consensus mark for revenues is pegged at $4.35 billion, indicating year-over-year growth of 10%.Two estimates for the to-be-reported quarter moved down over the past 30 days versus one upward revis ...

Caterpillar Inc. (CAT) reported adjusted earnings per share of $5.14 for the fourth quarter of 2024, which beat the Zacks Consensus Estimate of $4.97 by a margin of 3%. However, the bottom-line figure was down 2% year over year due to volume declines across its segments. The drop in sales volume was due to the impact of changes in dealer inventories and lower sales of CAT equipment to end users. Find the latest earnings estimates and surprises on Zacks Earnings Calendar.Including one-time items, Caterpillar ...

文章核心观点 Welltower附属公司拟9亿美元全现金收购NorthStar Healthcare及其40个老年生活社区组合，预计2025年上半年完成交易，该收购或强化公司区域密集化战略，公司有望受益于多元化医疗地产资产组合，过去六个月公司股价表现优于行业，同时还推荐了其他医疗REIT板块股票 [1][2][5] 收购交易情况 - Welltower附属公司计划以约9亿美元全现金收购NorthStar Healthcare及其40个老年生活社区组合 [1] - 收购待常规成交条件满足，预计2025年上半年完成，已获NorthStar Healthcare董事会一致批准，其股东将在特别会议上对合并进行投票，合并无融资条件 [2] 合并协议条款 - NorthStar Healthcare股东将获每股3.03美元现金，高于公司董事会2024年6月30日确定的每股2.96美元净资产价值 [3] - NorthStar Healthcare董事会和顾问可在合并协议签订日起40天内发起、征求和考虑替代收购提案，有权按协议条款终止与Welltower的协议以接受更优提案 [4] 公司管理层评论 - Welltower联合总裁兼首席投资官Nikhil Chaudhri表示很高兴达成收购协议，预计该组合将分配给与公司近期宣布的基金管理业务相关的实体 [5] - 凭借公司现有地理覆盖范围和优质老年住房运营商网络，该组合有望强化公司区域密集化战略 [5] 公司发展前景 - 公司多元化医疗地产资产组合分布在美国、加拿大和英国关键市场，老龄化人口和老年医疗支出预期增加或推动老年住房运营组合增长，门诊医疗板块有望受益于有利的门诊就诊趋势 [6] 公司股价表现 - 过去六个月，Zacks排名第二（买入）的Welltower公司股价上涨21.5%，跑赢行业3.7%的跌幅 [7] 其他推荐股票 - 医疗REIT板块其他排名靠前的股票有CareTrust REIT和Sabra Healthcare REIT，目前均为Zacks排名第二 [9] - CareTrust 2024年每股FFO的Zacks共识估计为1.50美元，同比增长6.4% [9] - Sabra 2024年每股FFO的Zacks共识估计为1.42美元，较上年同期增长6.8% [10]

Valero Energy Corporation (VLO) reported fourth-quarter 2024 adjusted earnings of 88 cents per share, which beat the Zacks Consensus Estimate of 13 cents. The bottom line, however, declined from $3.55 reported in the year-ago quarter.Total quarterly revenues decreased from $35,414 million in the prior-year quarter to $30,756 million. The top line, however, beat the Zacks Consensus Estimate of $30,729 million.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Better-than-expected quarterl ...

文章核心观点 - 鉴于公司盈利预期显著修正，SouthState可纳入投资组合，其股价上涨趋势或延续 [1] 盈利预期修正趋势 - 分析师对银行控股公司盈利前景乐观，盈利预期修正上升趋势将反映在股价上，Zacks Rank基于此构建 [2] - 分析师对SouthState盈利预期上调达成强烈共识，推动下一季度和全年共识预期大幅提高 [3] 本季度预期修正情况 - 公司本季度预计每股收益1.32美元，同比变化-16.46% [4] - 过去30天，一个预期上调一个下调，Zacks共识预期提高15.79% [4] 本年度预期修正情况 - 公司全年预计每股收益8.12美元，同比变化+12.62% [5] - 过去一个月，两个预期上调一个下调，共识预期提高8.71% [5] Zacks评级情况 - 良好的预期修正使SouthState获Zacks Rank 1（强力买入），该评级工具助投资者利用盈利预期修正做出投资决策 [6] - 研究显示Zacks Rank 1（强力买入）和2（买入）的股票表现显著优于标准普尔500指数 [6] 总结 - SouthState股价过去四周上涨7.1%，投资者看好其预期修正，可考虑纳入投资组合以受益于盈利增长前景 [7]

Investors might want to bet on Eastern Bankshares, Inc. (EBC) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation betwee ...

文章核心观点 - 高盛分析师杰瑞·雷维奇维持对卡特彼勒公司的买入评级和442美元的目标价，并对其2024年第四季度财报发表看法，虽2025年销售预期下降，但去库存高峰、强劲订单和有效成本管理或支持财报发布后估值扩张 [1][3] 第四季度财报情况 - 该季度总销售和营收同比下降5%至162.15亿美元，未达市场预期的164.11亿美元；调整后每股收益为5.14美元，高于市场预期的4.99美元 [1] 2025年销售预期 - 因定价不利，预计2025年销售将下降约1%，低利息收入和汇率影响也会对其他收入产生轻微不利影响 [2] 公司关注点 - 围绕公司的关键讨论是，2025年利润率前景是否代表第四季度财报后的周期性低谷 [2] 财报积极因素 - 去库存大幅增加7亿美元，订单的订单出货比为1.08倍 [2] 存在的担忧 - 2025年利润率目标比FactSet共识低约200个基点，第四季度息税前利润未达预期，但鉴于去库存进展，后者影响较小 [3] 盈利预测 - 分析师预计2025财年每股收益为21.68美元，2026财年为23.33美元 [4] 股价表现 - 周四最后一次检查时，卡特彼勒股价下跌4.51%，至375.51美元 [4]

A.O. Smith missed top- and bottom-line estimates in its latest earnings release, with noticeable weaknesses impacting its overall growth trajectory.Water heater manufacturer A.O. Smith (AOS -3.71%)reported earnings for the fourth quarter of 2024 on Thursday, Jan. 30, that fell short of analyst consensus estimates. Adjusted EPS of $0.85 missed the forecasted $0.89 while revenue of $912.4 million came in below the anticipated $956 million. Year over year, both EPS and revenue declined significantly, reflectin ...

文章核心观点 - 2025年1月华尔街有望实现月度上涨并将积极势头带入2月，但并非所有股票都能受益，如Take - Two Interactive Software在2月表现可能不佳 [1][2] 行业与公司表现 - Schaeffer's高级定量分析师确定过去十年2月标准普尔500指数中表现最差的25只股票，Take - Two Interactive Software是其中之一，过去10年2月平均跌幅6.7%，仅两次月度上涨，若按此跌幅股价将低于180美元 [2] - 列出25只股票的代码、板块、平均回报率、中位数回报率和正回报率百分比，Take - Two Interactive Software所在休闲用品板块平均回报率 - 6.67%，中位数回报率 - 7.98%，正回报率百分比20% [3] Take - Two Interactive Software现状 - Take - Two Interactive Software 2025年开局良好，年初至今上涨4%，最新股价191.56美元，较之前上涨0.8%，此前触及2021年11月以来最高水平192.50美元 [3] 潜在风险 - Take - Two Interactive Software在期权市场的乐观情绪若消退可能带来阻力，其在国际证券交易所、芝加哥期权交易所和纳斯达克OMX PHLX的50日看涨/看跌成交量比率为5.11，处于过去一年的第88百分位，若交易员解除看涨情绪，股价可能面临额外下行压力 [4][5]

With Microsoft Corp's MSFT Azure showing signs of slowing, Amazon.com Inc‘s AMZN AWS could seize the moment as AI demand stays red-hot.Azure Stumbles, AWS Poised To ShineMicrosoft's latest earnings report revealed a slight deceleration in Azure's cloud growth, with second-quarter revenue rising 31% year-over-year — just shy of the 32% expected by analysts. AI remains a powerful tailwind, contributing 13% to Azure's growth, but Microsoft cited go-to-market challenges affecting non-AI cloud revenue.For AWS, t ...